What It Does
The Customers module maintains comprehensive customer information supporting sales, service, and financial operations. It provides the foundation for customer relationship management.
Major Features
Customer Profiles
- Company and contact information
- Multiple address management (billing, shipping)
- Contact hierarchy and roles
- Communication preferences
- Relationship history
Commercial Terms
- Payment terms and conditions
- Price list assignment
- Discount agreements
- Credit limits
- Tax status and exemptions
What Users Can Do
Sales teams can manage customer relationships and track interactions. Finance teams can manage credit and track payments. Service teams can access customer information for issue resolution.
Business Benefits
Relationship Management
Complete customer information supports effective engagement
Risk Management
Credit management prevents bad debt exposure
Service Excellence
Customer access enables responsive service
Analysis
Customer data supports segmentation and targeting strategies
Offline Mode Operation
Customer information is cached locally for offline access. Sales and service teams can reference customer data without connectivity.
Real-World Applications
B2B Distributor
Manages complex customer hierarchies with location-specific pricing
Service Provider
Tracks customer interactions and service history
Centralized customer data reduces lookup time by 60%
Automation Capabilities
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